Lantz Financial LLC Wisdomtree Tr Intl Largecap Di Transaction History

Lantz Financial LLC

  • $299 Million
  • Q1 2024

A detailed history of Lantz Financial LLC transactions in Wisdomtree Tr Intl Largecap Di stock. As of the latest transaction made, Lantz Financial LLC holds 5,088 shares of DOL stock, worth $261,879. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,088
Previous 6,667 23.68%
Holding current value
$261,879
Previous $328,000 19.82%
% of portfolio
0.09%
Previous 0.12%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024
SELL
$47.98 - $51.98 $75,760 - $82,076
-1,579 Reduced 23.68%
5,088 $263,000
Q4 2023

Jan 12, 2024
BUY
$43.94 - $49.34 $85,726 - $96,262
1,951 Added 41.37%
6,667 $328,000
Q3 2023

Oct 20, 2023
SELL
$45.36 - $48.51 $4,173 - $4,462
-92 Reduced 1.91%
4,716 $215,000
Q2 2023

Jul 12, 2023
SELL
$45.64 - $48.69 $41,349 - $44,113
-906 Reduced 15.86%
4,808 $226,000
Q1 2023

Apr 10, 2023
SELL
$44.28 - $47.87 $99,895 - $107,994
-2,256 Reduced 28.31%
5,714 $266,000
Q4 2022

Jan 23, 2023
SELL
$39.21 - $45.18 $187,070 - $215,553
-4,771 Reduced 37.45%
7,970 $0
Q3 2022

Oct 17, 2022
BUY
N/A
5,217 Added 69.34%
12,741 $477,000
Q2 2022

Jul 29, 2022
BUY
N/A
884 Added 13.31%
7,524 $315,000
Q1 2022

May 05, 2022
SELL
N/A
-3,158 Reduced 32.23%
6,640 $323,000
Q4 2021

Jan 19, 2022
SELL
N/A
-2,480 Reduced 20.2%
9,798 $484,000
Q3 2021

Oct 14, 2021
SELL
N/A
-2,761 Reduced 18.36%
12,278 $584,000
Q2 2021

Jul 16, 2021
SELL
N/A
-4,421 Reduced 22.72%
15,039 $742,000
Q1 2021

Apr 19, 2021
BUY
N/A
1,490 Added 8.29%
19,460 $921,000
Q4 2020

Jan 19, 2021
BUY
N/A
808 Added 4.71%
17,970 $825,000
Q3 2020

Oct 09, 2020
BUY
N/A
711 Added 4.32%
17,162 $709,000
Q2 2020

Jul 22, 2020
SELL
N/A
-4,304 Reduced 20.74%
16,451 $671,000
Q1 2020

Apr 10, 2020
BUY
N/A
2,188 Added 11.78%
20,755 $766,000
Q4 2019

Jan 17, 2020
BUY
N/A
1,775 Added 10.57%
18,567 $910,000
Q3 2019

Oct 18, 2019
BUY
N/A
5,128 Added 43.96%
16,792 $749,000
Q2 2019

Jul 15, 2019
BUY
N/A
11,664 New
11,664 $553,000

Others Institutions Holding DOL

# of Institutions
94
Shares Held
8.17M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR INTL LARGECAP DI

DOL Quotes by TradingView
  • Ticker DOL
  • Sector ETFs
  • Industry ETFs
More about DOL
Track This Portfolio

Track Lantz Financial LLC Portfolio

Follow Lantz Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lantz Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantz Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email